Plan Snapshot
- Plan Sponsor: Advanced Dermatology And Skin Care, PA
- Sponsor EIN: 562356367
- Sponsor Address: 2051 GREENHOUSE, HOUSTON, TX, 77088
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4 | $5.2M | $72,345 | $331,801 |
| 2023 | 81 | $4.9M | $220,906 | $407,597 |
| 2022 | 92 | $3.9M | $233,020 | $361,546 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,916 | $3,275 | $3,802 | — | — |
| 2023 | $11,307 | — | $11,307 | — | — |
| 2022 | $8,754 | $8,754 | — | — | — |